Stokes Capital Advisors, LLC
Firm details
- Headquarters
- Greenwood, South Carolina
- CRD number
- 281278
- Registered since
- November 2, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.83%
- Individuals13.17%
- Charitable Organizations6.06%
- Corporations / Businesses2.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stokes Capital Advisors, LLC is an independent, privately held registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (registered in 2015) and charges fees based on a percentage of assets under management. Its client base includes both individual & family clients and institutional relationships. The firm’s advisory activity centers on discretionary portfolio management and financial planning. Stokes Capital shows a clear preference for equity-based strategies and uses third-party vehicles for select alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds10%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Taylor Stokes
Managing DirectorCRD 2673426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$48.2M in ETFs
26%
$12.3M
62%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $12.7M | 501,361 | 26.43% |
Location
Greenwood, SC
Greenwood
Location
Greenwood, SC
Headquartered in Greenwood, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenwood
- Address
- 101 Venture Ct
- Time zone
- ET (UTC-5)
- Office locations
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